The document vault
One place for the company's documents, with custom fields so they can be found again.
A shared drive is storage. A document area is storage plus the information about each file that makes it findable in two years.
Where to find itDocuments / files → Documents.
Step by step
- Open Documents / files → Documents → Document management.
- Upload a file, or create the record first and attach it.
- Fill in what makes it findable — the customer, the project, the date it relates to, the type.
- Define the fields you need once under Settings; every later document then offers them.
- Search by those fields rather than by filename.
Files attached to records
A file attached to an invoice, a project, a ticket or a customer stays with that record. The document area is for the documents that belong to the company rather than to one transaction.
Related areas
- File saver — quick storage without the record structure.
- Spreadsheet online — spreadsheets edited inside the workspace.
- Automation / workflows → Utilities → Media — the image and media library.
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